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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 11270 W PARK PLACE · MILWAUKEE, WI 53224 | Advisory (Participants) | $28,321 |
NEWPORT GROUP, INC.6 years Service code 12 · EIN 27-2037969 | Trustee (directed); Claims processing... | $19,947 |
Filed as: CHARLES SCHWAB BANK Service code 20 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Trustee (bank, trust company, or simi... | $7,165 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,035 | $185,342-67.1% | $111,306-45.2% | $86,821-29.7% |
| Participation rate | 90.3% | 81.0%+9.4pp | 77.3%+13.0pp | 72.3%+18.1pp |
| Annual return | 17.62% | 500.80%-483.2pp | 54.67%-37.0pp | 97.94%-80.3pp |
| Employer contribution / active EE | $1,715 | $2,246-23.6% | $2,732-37.2% | $2,406-28.7% |
| Participant deferral / active EE | $3,083 | $4,458-30.8% | $4,488-31.3% | $4,132-25.4% |
| Admin fee / account holder | $191 | $255-25.1% | $7,966-97.6% | $170+12.8% |